Millennials: How FIs are Missing the Mark

Jun 01, 2017 02:00pm -
Jun 01, 2017 03:00pm

Event Description

The Millennials are now the largest generation in the workforce and represent over $200 billion in buying power. This makes them one of the largest customer and member segments that a financial institution should and needs to address. A key shift in deposits is taking place. Assets are being transferred to this generation, which tends to spend what they earn and receive. This tendency in itself garners the attention of financial professionals. However, of greater concern is the belief that Millennials actively seek banking services but not necessarily from a financial institution. Along with Gen Y and Gen Z, Millennials simply do not bank as their parents and grandparents did.

Hear Terrie Cloud directly address why the Millennials are such a critical customer and member base. He will explore the challenges banks and credit unions face in attracting and servicing this unique group.

This session will cover:

  • What motivates Gen Y, Gen Z and Millennial clients?
  • How should banks and credit unions adjust their marketing strategies to target Millennials?
  • What financial services does this generation need now and in the future and how will they access these services?
  • How does this generation embrace and use technology?
  • What technologies should your FI be evaluating and implementing to attract and support this generation?
  • What considerations should be made in order to hire and maintain the Millennials as a workforce?

This session is perfect for:

  • CEOs and Presidents
  • Chief Technology Officers
  • Chief Operations Officers
  • Branch Managers
  • Marketing Managers


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 19, 2017.
Regular registration starts on Apr 20, 2017 and ends on Jun 04, 2017.
Late registration starts on Jun 05, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00